Leelyn Smith, LLC SCHD Holdings History

Number of Shares
1.36 Mil
Current Holdings Value*
$37.89 Mil
% of Portfolio
6.73%
Total Estimate Gain
$-15.99 Mil
% of Total Estimate Gain
-29.04%

Leelyn Smith, LLC's Schwab US Dividend Equity ETF Holding Summary

As of 2025-03-31, Leelyn Smith, LLC held 1.36 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $37.89 Mil. This investment constitutes 6.73% of their stock portfolio, and Leelyn Smith, LLC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2019Q4. And since then Leelyn Smith, LLC has made 20 purchases of SCHD, at an average price of $39.91, for a total of 1.38 Mil shares. In addition, there have been 1 sales at an average price of $72.31 for 24,834.00 shares. Based on historical transaction data and SCHD's current price of $27.51, Leelyn Smith, LLC's estimated gain on his SCHD holdings is $-15.99 Mil, reflecting a -29.04% gain to date.

Leelyn Smith, LLC SCHD ($27.51) Holding Chart

Leelyn Smith, LLC SCHD ($27.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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